David
Newbill

Cambridge Investment Research Advisors, Inc

CRD#3088744
Investment Advisor
in Flint, MI

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About this Advisor

David Newbill is a certified financial planner operating in Flint, Michigan, who has 14 years in the industry. Newbill is currently employed by Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Cfd Investments, Inc, Creative Financial Designs, Inc, College Education Partners, American Portfolios Financial Services, Inc, Regal Investment Advisors, LLC, First Allied Securities, Inc, Cambridge Investment Research Inc and Cambridge Investment Research Advisors Inc. Newbill holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Cambridge Investment Research Advisors, Inc is a registered investment business operating out of Flint, Michigan. It has offices in 1,905 locations and a total of 2,982 people on staff. It administers $56 billion in assets between its 297,440 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 297,440 client accounts, just 10% belong to high-net-worth clients who have greater than $1 million in assets. Cambridge Investment Research Advisors, Inc offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. A financial advisor's fee schedules typically are based on the services. However, fees charged by Cambridge Investment Research Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

2387 S. Linden Road Suite B106
Flint, MI 48532

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

MI Average: $9,259,360,772
Total Number of Employees

2,982

MI Average: 166
Total Number of Accounts

297,440

MI Average: 7,189
Average Account Size

$188,808

MI Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

David Newbill Work History

David has 14 years of experience.

2014 - Present (7 years)

Cambridge Investment Research Inc

2014 - Present (7 years)

Cambridge Investment Research Advisors Inc

2014 - 2014 (< 1 year)

First Allied Securities, Inc

2012 - 2014 (2 years)

American Portfolios Financial Services, Inc

2012 - 2014 (2 years)

Regal Investment Advisors, LLC

2009 - 2014 (5 years)

College Education Partners

2006 - 2012 (6 years)

Cfd Investments, Inc

2006 - 2012 (6 years)

Creative Financial Designs, Inc

Disclosures

David Newbill has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Matthew Caruso
New Windsor, NY
Mark Mertens
Saint Louis, MO
Brady Doe
Tucson, AZ
Stephen Niezgoda
Bloomfield Hills, MI
John Deboer
Baton Rouge, LA
Kellen Kaneshiro
Honolulu, HI
Sue Thompson
Paramus, NJ
Jason Baker
Charlotte, NC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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